See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,960 | $80,717+85.8% | $154,803-3.1% | $84,808+76.8% |
| Participation rate | 55.8% | 66.8%-11.0pp | 78.1%-22.3pp | 68.3%-12.5pp |
| Annual return | 15.28% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,383 | $2,761-13.7% | $4,305-44.6% | $2,631-9.4% |
| Participant deferral / active EE | $4,754 | $3,303+43.9% | $5,540-14.2% | $4,212+12.9% |
| Admin fee / account holder | $2,007 | $6,746-70.2% | $14,329-86.0% | $7,344-72.7% |